Mason G. Morfit Portfolio
Invests via ValueAct Holdings LP | Managed by Mason G. Morfit
Invests via ValueAct Holdings LP
Managed by Mason G. Morfit
Automatically Tracked
He leads investment strategy at ValueAct Capital, directing concentrated, engagement-oriented activism and growth equity investments across software, healthcare and industrials; Mason G. Morfit brings a track record of negotiating board-level changes, operational improvement plans and multi-year value creation with large institutional capital. Prior roles span senior investment and portfolio management positions in the buy-side, and his investing style blends fundamental research with collaborative governance to unlock enterprise value for long-term shareholders.
He leads investment strategy at ValueAct Capital, directing concentrated, engagement-oriented activism and growth equity investments across software, healthcare and industrials; Mason G. Morfit brings a track record of negotiating board-level changes, operational improvement plans and multi-year value creation with large institutional capital. Prior roles span senior investment and portfolio management positions in the buy-side, and his investing style blends fundamental research with collaborative governance to unlock enterprise value for long-term shareholders.
Investment Philosophy & Strategy
Deploys concentrated, conviction-driven capital with a multi-year horizon, marrying deep fundamental research and operational due diligence to identify enterprise improvement opportunities in software, healthcare and industrials. Prefers engagement-oriented activism: negotiating board representation, aligning management incentives, and sponsoring turnaround and growth plans to unlock value. Emphasizes rigorous capital-allocation analysis, selective use of leverage, and a clear exit thesis tied to governance milestones. Risk discipline centers on downside protection via structural changes and close portfolio monitoring while seeking asymmetric upside through strategic operational interventions and collaborative stakeholder alignment.
Deploys concentrated, conviction-driven capital with a multi-year horizon, marrying deep fundamental research and operational due diligence to identify enterprise improvement opportunities in software, healthcare and industrials. Prefers engagement-oriented activism: negotiating board representation, aligning management incentives, and sponsoring turnaround and growth plans to unlock value. Emphasizes rigorous capital-allocation analysis, selective use of leverage, and a clear exit thesis tied to governance milestones. Risk discipline centers on downside protection via structural changes and close portfolio monitoring while seeking asymmetric upside through strategic operational interventions and collaborative stakeholder alignment.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
48.68%
Gain -2.12%
Monthly
1.1%
Yearly
13.97%
Drawdown
27.54%
$6.09B
Equity
Holdings
$6.09B
Investment
$5.93B
$16.51B
Profit -$125.75M
Realized
$16.35B
Unrealized
$163.02M
Dividends
$2.01B
Goals
Avg. 89.67% completed goals
Yearly
Gain > 12% 2026
Yearly
Loss < 51% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.12%
Profit
-$125.75M
Win %
63%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$15.61M
Win %
63%
This Month
Compared to last month
Gain
3%
Profit
$177.5M
Win %
63%
This Year
Compared to last year
Gain
8.27%
Profit
$465.43M
Win %
59%
PAYP PayPay Corporation
+6.05%
+$1.91M 
BLK BlackRock, Inc.
+0.43%
+$2.82M 
V Visa Inc. Class A
+0.17%
+$1.55M 
MDB MongoDB Inc.
-8.6%
-$5.22M 
WIX Wix.com Ltd.
-8.28%
-$7.38M 
META Meta Platforms Inc Class A
-4.17%
-$28.11M 
RBLX Roblox Corporation
-3.62%
-$5.82M 
RKT Rocket Companies, Inc. Class A
-3.25%
-$15M 
TOST Toast Inc.
-2.69%
-$12.23M 
CRM Salesforce Inc
-2.65%
-$19.55M 
CBRE CBRE Group Inc.
-2.6%
-$3.49M 
AMZN Amazon.com Inc
-2.36%
-$17.69M 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-2.12%
-$4.59M 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-2.09%
-$1.59M 
SPOT Spotify Technology S.A.
-2.06%
-$5.8M 
LYV Live Nation Entertainment, Inc.
-2.02%
-$1.05M 
KKR KKR & Co. Inc.
-1.36%
-$4.25M 
SSD Simpson Manufacturing Co., Inc.
-0.15%
-$224,273.34 Events
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Dividends
Dividend Analysis
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| Trades 700 | Longs Won 487/700 69% | Profit Factor 5.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $76.9M |
| Average Win $42.31M | Best Trade (Jun 30) $850.97M | Sharpe Ratio -15.33 |
| Average Loss -$19.22M | Worst Trade (Sep 29) -$549.33M | Z-Score -4.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 2d | Expectancy $23.59M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.62% |
| Consecutive Losing Trades | 317 | 285 | 254 | 222 | 190 | 158 | 127 | 95 | 63 | 32 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 2.94M | $646.46M | $731.73M | - | $85.27M | 13.19% | -2.361% |
| BLK BlackRock, Inc. | 581,700 | $618.74M | $654.77M | - | $36.03M | 5.82% | +0.432% |
| CBRE CBRE Group Inc. | 992,391 | $134.94M | $130.97M | - | -$3.97M | -2.94% | -2.598% |
| CRM Salesforce Inc | 2.99M | $629.03M | $719.31M | - | $90.28M | 14.35% | -2.647% |
| KKR KKR & Co. Inc. | 3.56M | $328.93M | $307.55M | - | -$21.38M | -6.5% | -1.364% |
| LLYVA Liberty Media Corporation Series A Liberty Live Common Stock | 785,119 | $63.99M | $74.13M | - | $10.14M | 15.85% | -2.094% |
| LLYVK Liberty Media Corporation Series C Liberty Live Common Stock | 2.17M | $180.66M | $211.91M | - | $31.25M | 17.3% | -2.122% |
| LYV Live Nation Entertainment, Inc. | 302,066 | $40.02M | $51.06M | - | $11.03M | 27.57% | -2.017% |
| MDB MongoDB Inc. | 165,700 | $51.43M | $55.5M | - | $4.07M | 7.92% | -8.603% |
| META Meta Platforms Inc Class A | 915,674 | $574.1M | $646.48M | - | $72.38M | 12.61% | -4.167% |
| PAYP PayPay Corporation | 2.15M | $30.88M | $33.49M | - | $2.61M | 8.46% | +6.053% |
| RBLX Roblox Corporation | 3.15M | $201.54M | $155.1M | - | -$46.44M | -23.04% | -3.618% |
| RKT Rocket Companies, Inc. Class A | 41.67M | $737.83M | $446.27M | - | -$291.56M | -39.52% | -3.252% |
| SPOT Spotify Technology S.A. | 526,800 | $251.11M | $275.18M | - | $24.06M | 9.58% | -2.065% |
| SSD Simpson Manufacturing Co., Inc. | 830,642 | $130.63M | $145.24M | - | $14.6M | 11.18% | -0.154% |
| TOST Toast Inc. | 14.13M | $451.85M | $443.17M | - | -$8.68M | -1.92% | -2.685% |
| V Visa Inc. Class A | 2.32M | $756.97M | $927.47M | - | $170.51M | 22.53% | +0.168% |
| WIX Wix.com Ltd. | 1.1M | $99.02M | $81.82M | - | -$17.2M | -17.37% | -8.276% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mason G. Morfit?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $2.76B, KKR & Co. Inc - $1.95B, Adobe Inc - $1.63B, CBRE Group Inc - $1.48B, and Seagate Technology Holdings plc - $1.47B. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nikola Corporation - $549.33M, Bread Financial Holdings Inc - $495.24M, Bausch Health Companies Inc - $248.63M, MDZ - $186.94M, and Halliburton Company - $163.89M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mason G. Morfit's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.01B earned over time. The largest contributors to dividend income include Seagate Technology Holdings plc - $391.04M, Microsoft Corp - $333.01M, Willis Towers Watson Public Limited Company - $230.41M, Citigroup Inc - $210.38M, and Motorola Solutions, Inc - $142.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mason G. Morfit's monthly returns?
Mason G. Morfit's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Mason G. Morfit's strategy be considered aggressive or moderate?
Mason G. Morfit's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Mason G. Morfit's strategy?
Mason G. Morfit's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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